Author Archives for wybenga_admin

Trustees warned on early access

April 18, 2025 12:00 am Published by Comments Off on Trustees warned on early access

The ATO has warned trustees they will be held accountable for members who access super without meeting a legitimate condition of release.


Winners and Losers – Federal Budget 2025-26

March 26, 2025 12:00 am Published by Comments Off on Winners and Losers – Federal Budget 2025-26

 

Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal election campaign that could be called within days.

 


Retiree confidence undermined

March 25, 2025 12:00 am Published by Comments Off on Retiree confidence undermined

Cost-of-living pressures have eroded retiree confidence and prompted many to recalibrate their expectations, according to a new financial services sector report.


Increase in prohibited loans a concern: ATO

March 22, 2025 12:00 am Published by Comments Off on Increase in prohibited loans a concern: ATO

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone up, the Commissioner of Taxation has said.